Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5B
AUM Growth
+$5.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,782
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$93.3M
3
+$89.4M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$83.7M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$77.8M

Top Sells

1
+$102M
2
+$47.8M
3
+$38.8M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$28.4M
5
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$28.1M

Sector Composition

1 Technology 9.92%
2 Financials 4.13%
3 Consumer Discretionary 3.07%
4 Industrials 2.77%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEV icon
1501
iShares Europe ETF
IEV
$1.64B
$4.71M 0.01%
68,678
-107
TEAM icon
1502
Atlassian
TEAM
$19.3B
$4.69M 0.01%
28,929
-404
VTRS icon
1503
Viatris
VTRS
$15.9B
$4.69M 0.01%
376,387
-12,447
FTI icon
1504
TechnipFMC
FTI
$25B
$4.66M 0.01%
104,683
+36,699
BUFT icon
1505
FT Vest Buffered Allocation Defensive ETF
BUFT
$140M
$4.66M 0.01%
189,366
-1,147
PAGP icon
1506
Plains GP Holdings
PAGP
$4.56B
$4.65M 0.01%
243,184
+1,895
PSR icon
1507
Invesco Active US Real Estate Fund
PSR
$49M
$4.65M 0.01%
51,475
+6,384
TOL icon
1508
Toll Brothers
TOL
$13.1B
$4.63M 0.01%
34,226
+3
DD icon
1509
DuPont de Nemours
DD
$18.5B
$4.61M 0.01%
114,738
-158,064
IAG icon
1510
IAMGOLD
IAG
$12.6B
$4.61M 0.01%
279,653
-46,073
REMX icon
1511
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.87B
$4.61M 0.01%
62,359
-51,087
SMIG icon
1512
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.22B
$4.6M 0.01%
159,887
+19,395
IQDY icon
1513
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$94.5M
$4.6M 0.01%
125,639
+3,654
XT icon
1514
iShares Future Exponential Technologies ETF
XT
$3.49B
$4.58M 0.01%
65,711
+16,457
XUDV
1515
Franklin U.S. Dividend Booster Index ETF
XUDV
$57.8M
$4.58M 0.01%
173,032
+1,769
IBTM icon
1516
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$527M
$4.56M 0.01%
197,607
-12,319
DTH icon
1517
WisdomTree International High Dividend Fund
DTH
$624M
$4.55M 0.01%
88,226
+5,057
NAPR icon
1518
Innovator Growth-100 Power Buffer ETF April
NAPR
$178M
$4.55M 0.01%
84,745
-1,257
UNM icon
1519
Unum
UNM
$11.9B
$4.55M 0.01%
58,657
-4,729
CWS icon
1520
AdvisorShares Focused Equity ETF
CWS
$161M
$4.54M 0.01%
66,128
+3,420
EMN icon
1521
Eastman Chemical
EMN
$8.05B
$4.54M 0.01%
71,172
+2,614
AIZ icon
1522
Assurant
AIZ
$10.7B
$4.54M 0.01%
18,844
+421
EMHY icon
1523
iShares JPMorgan EM High Yield Bond ETF
EMHY
$587M
$4.54M 0.01%
112,413
-860
SH icon
1524
ProShares Short S&P500
SH
$1.21B
$4.54M 0.01%
125,935
+4,985
XPH icon
1525
State Street SPDR S&P Pharmaceuticals ETF
XPH
$308M
$4.54M 0.01%
80,978
+11,683
59 60
61
62 63